When Tesla joins the S&P 500, you know it’s game over

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Description: (Bloomberg Opinion) — In an anecdote often attributed to President John F. Kennedy’s father, the moment he knew to get out of the 1920s stock market boom was when he started receiving share tips from his shoeshine boy. Source: Bloombergquint.com Date: Nov 18, 2020 Link:  https://www.bloombergquint.com/onweb/will-the-stock-bubble-burst-as-soon-as-tesla-joins-the-s-p-500 Questions for discussion: Summarize the financial analysis presented… Read more »

Nvidia earnings: Chip stock is at a critical juncture, chart suggests

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Description: Nvidia is having a noteworthy year. The top-performing information technology stock in the S&P 500 year to date, Nvidia has climbed more than 128% in 2020, its best annual gain since 2016 and its fourth biggest on record. Source: CNBC.com – video report Date: Nov 18, 2020 Link: https://www.cnbc.com/2020/11/18/nvidia-earnings-chip-stock-is-at-a-critical-juncture-chart-suggests.html Questions for discussion: Explain the technical analysis on… Read more »

Kevin Carmichael: If BlackBerry sells its patents, Ottawa should be first in line

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Description: If pipelines, automakers and ketchup plants are worthy of public backing, IP — the 21st-century equivalent of oil — certainly is Source: FinancialPost.com Date: Nov 18, 2020 Link: https://financialpost.com/technology/if-pipelines-automakers-and-ketchup-plants-are-worthy-of-public-backing-blackberrys-patents-should-be-as-well?r Questions for discussion: Summarize the arguments surrounding the sale of patents? Do you think the Canadian government should step up and get involved? What do… Read more »

Target and Walmart prove the pandemic e-commerce surge won’t reverse

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Description: Walmart and Target both reported stellar third-quarter earnings this week, sending their shares soaring. And once again, the biggest headline for both was e-commerce. Walmart (WMT) said its online sales rose 79% in the quarter. Target (TGT) said its online sales rose 155%. Source: Yahoo.Finance.com – video report Date: Nov 20, 2020 Link: https://ca.finance.yahoo.com/news/target-and-walmart-prove-the-pandemic-ecommerce-surge-wont-reverse-133454888.html Questions for discussion:… Read more »

Short sellers lost $5.5 billion so far in November. Here are the trades that hurt the most

Posted by & filed under Financial analysis, Growth & Valuation, Industry Analysis, Market Analysis.

Description: It has so far been a bruising November for those investors betting against cyclically oriented sectors that have been hobbled due to the spread of a coronavirus and social-distancing measures. Source: MarketWatch.com Date: Nov 12, 2020 Link: https://www.marketwatch.com/story/short-sellers-lost-5-5-billion-so-far-in-november-here-are-the-trades-that-hurt-the-most-11605126134?mod=home-page Questions for discussion: What happened to short-sellers during November? Which stocks were particularly hard hit and… Read more »

Barberian’s Steak House owner ‘shocked’ after COVID-19 pivot triggers CRA audit

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Description: One of Toronto’s top restaurateurs said he couldn’t believe his eyes after the Canada Revenue Agency decided to audit his business as it continued to struggle with the pandemic. Source: BNNBloomberg.com – video report Date: Nov 12, 2020 Link: https://www.bnnbloomberg.ca/barberian-s-steak-house-owner-shocked-after-covid-19-pivot-triggers-cra-audit-1.1521108 Questions for discussion: Summarize the damage done to restaurants, landlords and suppliers by the… Read more »

Lyft Co-founder on food delivery opportunities, future of ridesharing

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Description: Lyft Co-founder John Zimmer joins Yahoo Finance’s Brian Sozzi, Myles Udland, and Julie Hyman to discuss how the ride sharing company is faring amid COVID-19. Source: Yahoo.Finance.com – video report Date: Nov 12, 2020 Link: https://ca.finance.yahoo.com/video/lyft-co-founder-food-delivery-153323158.html Questions for discussion: How well is Lyft managing during this time of covid? What are the ways Lyft… Read more »

Increased Screen Time for Children and Teens Is Likely Here to Stay

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Description: The screen-time wars are over in many households, with parents having surrendered en masse. In a period when large numbers of parents and school kids are stuck at home with one another, this is one battle many parents choose to forego, at least for now. Source: eMarketers.com Date: Nov 04, 2020 Link: https://www.emarketer.com/content/increased-screen-time-children-teens-likely-here-stay?ecid=NL1001 Questions… Read more »

Why Isn’t Your Brand Bigger? The Data Point to One Answer

Posted by & filed under Growth & Valuation, Industry Analysis, Management Issues.

Description: Gallup’s workplace data suggest that the most likely cause of your brand problems is not related to marketing dollars. Source: Gallup.org Date: Nov 04, 2020 Link: https://www.gallup.com/workplace/323165/why-isn-brand-bigger-data-point-one-answer.aspx Questions for discussion: What does the Ed Boyle say is misunderstood by most businesses? What should management focus on in order to improve their brand and profitability?… Read more »

Chipmakers AMD and Nvidia are using skyrocketing stock prices to make industry’s biggest acquisitions

Posted by & filed under Economic Analysis, Governments & Regulators, Growth & Valuation, Industry Analysis, Market Analysis, Personal Finance.

Description: The semiconductor industry is experiencing historic consolidation, thanks to a wild rally in the stock market. In the past six weeks, two of the biggest three acquisitions ever in the chip industry have been announced, after AMD said on Tuesday that it’s buying Xilinx for $35 billion. Last month, Nvidia agreed to acquire Arm from SoftBank in a deal worth $40 billion. Source: CNBC.com –… Read more »